Relationship Banking & Referrals Specialist

NBT Bank; Hobart (IN); On-site; USD 25,000 - 29,000; Full time

Benefits offered by this job

Generous Paid Time Off

Parental Leave

Comprehensive Medical Coverage

Dental and Vision Coverage

401(k) Retirement Plans

Flexible Spending Accounts

Job summary

NBT Bank in Hobart, IN, is seeking a Relationship Banking Associate to deliver high-quality customer service and efficiently process routine transactions. The role includes identifying and referring sales opportunities to the appropriate business partners to fulfill customer needs, with in-person or phone interactions.

The position supports basic consumer deposit account openings and emphasizes responsive service across internal and external customers.

Qualifications

• High School Diploma or Equivalent.
• Minimum one year experience in related banking positions or equivalent sales/customer service experience.

Responsibilities

• 65% Processes routine transactions and related customer/account servicing with accuracy according to policy and procedures.
• 25% Identify customer opportunities through consultative conversations and refer to appropriate partners; support new deposit account openings.
• 5% Participate in Community Reinvestment Act CRA events.
• 5% Perform other duties as assigned.

Skills

Excellent listening

Communication skills

Customer service

Teamwork

Proficient computer skills

Problem solving

Fast-paced environment

Education

High School Diploma or Equivalent

Job description

NBT Bank in Hobart, IN, is seeking a Relationship Banking Associate to deliver high-quality customer service and efficiently process routine transactions. The role includes identifying and referring sales opportunities to the appropriate business partners to fulfill customer needs, with in-person or phone interactions.

The position supports basic consumer deposit account openings and emphasizes responsive service across internal and external customers.